In this episode, Adam Holt & Derek Notman welcome Aaron Klein into the Rethink tank. Aaron Klein is the CEO and cofounder of Riskalyze, a company that invented the Risk Number®. Aaron has incredible experience solving problems before they are broken. We hear from Aaron on his perspective of the commitment to human advisors and their adoption of tech that really works in their practices.
Read MoreIn this webinar recording, hear from Shane Hall (Financial Planner at Shane Hall Financial) who is using both Asset-Map and Riskalyze on strategies for leveraging the integration to boost engagement and help clients more easily take part in the risk and advice conversation.
Read MoreHear from Shane Hall, Financial Planner at Shane Hall Financial, who is using both Asset-Map and Riskalyze on strategies for leveraging the integration to boost engagement and help clients more easily take part in the risk and advice conversation.
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